Lexington Estate and Tax Attorneys

Sophisticated Estate Planning Strategies

In the days of the "sweetheart wills" of old, each spouse would give everything to the other through a simple will, with the remainder equally divided among the children. Those days are over. Especially for clients with well-endowed, diversified portfolios, estate planning must be handled with a sophisticated, strategic approach that considers all of the many estate planning instruments available while minimizing state and federal taxation consequences.

Our Lexington estate and tax lawyers have been helping clients create and implement intelligent estate plans for more than 25 years. Clients in the Lexington/Winchester area trust the lawyers of Cushing & Dolan, P.C., to listen to their estate planning goals and help find solutions that are perfectly tailored to their needs.

Wills

The will is the central testamentary document and the centerpiece of a well-integrated estate plan.

Trusts

With many different varieties and purposes, the trust is an essential tool for creatively passing on wealth while retaining some control over how the assets are distributed, minimizing tax consequences and protecting your assets. We have experience handling all manner of trust issues, including:

Business Interests and Retirement Accounts

We help business owners and those with retirement accounts handle:

$5 Million Life Time Gift Tax Exemption Bonanza

This is one of the best times in our history to pass on wealth. Until 2013, there is a $5 million exemption for lifetime gifts and for generational-skipping gifts. Work with one of our experienced attorneys to learn how to maximize this unique opportunity to avoid the heavy taxes on gifts that can plague an otherwise efficient estate plan.

Contact Our Lexington/Winchester Tax Planning Lawyers ∙ 888-759-5109

Our Boston area attorneys can help you understand your estate planning options. Call 888-759-5109 or contact us online for a free initial consultation with a Cushing & Dolan lawyer.